[Remote] SaaS Onboarding Specialist

Note: The job is a remote job and is open to candidates in USA. Housecall Pro is a company dedicated to improving the lives of home service professionals by providing them with tools to streamline their operations. As a SaaS Onboarding Specialist, you will ensure a seamless onboarding experience for new Pros, guiding them through the initial stages and helping them realize the value of the platform.

Responsibilities

• Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value
• Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding
• Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption
• Effectively communicate client information, trends, and feedback across teams (i.e. Sales, Marketing, Engineering, and Tech Support)
• Partner cross-functionally to support Pro success, especially collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth
• Develop, prepare, and nurture our Pros for advocacy, using a consultative and empathetic approach
• Identify opportunities for expansion, recommend areas for improvement, and proactively look for ways to better our Pros experience
• Manage details, timelines, and action to drive efficiency
• Improve our Pros opportunities by leveraging qualitative and quantitative analysis
• Develop processes that distinguish our brand by exceeding customer expectations in support delivery
• Eloquently troubleshoot technical issues, have deep product knowledge, and think outside the box for solutions

Skills

• 1-3+ years experience in full-time customer success, implementation or sales
• Bachelor's degree or equivalent experience in a related field
• Proven success in developing relationships with new customers and exceeding success metrics
• Ability to work the scheduled shifts: Monday - Friday 11am-8pm PST
• Self-starter with motivation, drive, and ability to work in a fast paced environment
• Strong problem solving skills
• Excellent written and verbal communication skills
• Prompt attention to detail
• Strong time management and organizational skills
• Experience using AI tools to increase quality and efficiency of work

Benefits

• Health care insurance (medical, dental, vision, disability)
• Employee assistance program
• 401(K)
• Flexible time off
• Paid parental leave
• Tech reimbursement
• Other company benefits

Company Overview